The Marketing Specialist Role is structured as Hybrid Remote and Onsite Role.
The position draws on marketing skills and experience and creativity to support the credit union brand and marketing initiatives. Position will have a specialized focus on communication, social media, and educational content.
Payrange for the role is $52,728.00 - $64,281.98.
- No direct supervisory responsibilities
- Role requires the ability to provide leadership and support to others in the community & throughout the credit union
- Exhibit conceptual thinking and creative vision
- Video content development and delivery
- Excellent verbal & written communication skills
- Presentation skills
- Understanding banking regulatory matters impacting marketing & social media
- Able to utilize online programs and software efficiently to support social media management.
- High level of financial literacy.
- Networking skills & sales skills
- Self-directed team-player with strong time management skills and deadline focused
- Strong working knowledge of banking products and services
- Critical thinker
- Flexible schedule
- Ability to travel to branch locations or other locations as needed
Assist with the management of social media including reporting on performance and monitoring of comments to be forwarded to management personnel.
Support marketing and brand consistency through content delivered via Jostle, virtual meetings, and/or in-branch visits.
Plans and creates educational content across channels with a special focus on video content, for website and social media channels to support credit union goals with measurable engagement and lead generation for operational staff.
Plans for and creates education and outreach communications via email, website, or other marketing channels to support education and outreach goals.
Provides educational and outreach assistance when appropriate.
Performs administrative duties in support of the department including ordering, distribution, editing, updating content, and other duties as required in support of department plans and objectives.
Supervision Given and Received
Receives general instructions on routine work, detailed instructions on new assignments.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Skills/ Knowledge
Ability to apply the knowledge gained from previous education and experience to interpret, policies, procedures, guidelines, and regulations as appropriate for the position within assigned functional area. Ability to think critically about campaign systems.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to read write and interpret business & financial reports and correspondence. Ability to speak effectively before members, potential members and employees of all levels of the organization.
Ability to work with mathematical concepts as applicable to the position. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Responsibilities can be somewhat complex, requiring a significant degree of creativity and the ability to analyze data, weighing the possible outcomes in relationship to each other. Has the ability to work through complex problems by referencing previous precedent. The role has complexity which requires advanced or specialty training and/or experience. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Minimal authority to make decisions that could impact overall organizational goals and/or objectives. Decisions have a small impact on current results or impact on a small number of members or employees. The impact of the job would generally influence or affect the service or product that an individual member would receive. Does not have budgetary responsibilities and is not authorized to make decisions that would commit or jeopardize company assets.
Motivating or influencing others is a material part of the job. Work involves extensive personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a high degree of confidentiality and discretion, requiring diplomacy and tact in communication. Personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information to include professional discussion. Willingly shares skills and knowledge. Effectively gives and receives feedback. Courtesy, tact, and diplomacy are essential elements of the job.
Procedures, job standards, and specific policies guide decisions and actions. Moderate amount of discretion available in the role, often with multiple courses of action. Decision-making occurs within pre-defined parameters and may be reviewed by a supervisor prior to action. Decisions outside of role parameters take the form of recommendations.
* Proficient with Microsoft Office Suite or similar software programs.
* Proficient with video editing software
Certificates and Licenses
Certification correction: CUNA Financial Counselor Certification obtained within 6 months of employment. Certification must be maintained and renewed in good standing during employment.
4-year College degree or equivalent in experience + coursework.
Three to five years of similar or related experience and a minimum 2 year industry specify experience.
This position is a hybrid position that requires remote work from a location conducive to the credit union’s remote work agreement, and on-site work from a branch or partner location. This position requires a flexible work schedule to accommodate specific education and event support needs.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. requires the ability to travel to and from branches, partners, community events and other business-related locations. Must have and maintain a driver's license in good standing and carry the appropriate automobile insurance. If the incumbent does not have access to a personal automobile or carry the appropriate license and insurance, other personal transportation must be utilized based on business need In the event the incumbent is equipped for and expected to work remotely, the requirements specified in the Remote Work Agreement will apply.
Essential duties are performed in a general office work environment and regularly require sitting and standing at a workstation/desk while completing paperwork or using computers, calculators, copiers, and other business office machines and equipment, Essential duties may also involve occasional kneeling, squatting, bending, walking, crouching, stooping, and lifting up to 30 pounds to stack, store supplies or various office equipment, as directed. Compliance to security and safety procedures, including use of Personal Protective Equipment, is required the physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Note: Remote work staff must have available a home workspace that meets the physical/environmental/safety and security requirements of the role. Refer to the remote work agreement regarding the requirements of the remote workspace.
To plan, research, and create educational content in collaboration with other Marketing and/or credit union personnel to be used across media channels for the promotion and measurable growth of the credit union.
To maintain financial education expertise to ensure accurate advice and information are presented to members and the community. This will be done through the CUNA Financial Coaching Certification Program. This is to be completed within 90 days of hire.
To support financial education classes and financial coaching sessions as needed.
To maintain a superior understanding of credit union products, services, policies, and procedures, as well as an understanding of the credit union's mission and brand.
To present a professional image to credit union staff, contacts within the community, and on social media channels.
To plan and execute applicable communications to members and community members about the credit union’s outreach and education programs.
To accurately track and record social media engagement, lead generation, and outcomes.
Observe and recommend programs based on data and experience with members and the community.
Support communications of marketing, brand, and education with other credit union staff.
To represent the credit union’s brand and demonstrate SERVICE in the day-to-day business environment. The level of support for co-workers as well as outside members, clients, etc. through Solutions, Experience, Respect, Value, Integrity, Consistency, Empowerment.
Demonstrates an understanding of and follows established policies, practices, and regulations, including those defined by the Safe Act, BSA, Red Flag, Safety and all other regulatory and other designated programs and regulations. The ability to observe and correct areas of non-compliance and assist the organization in meeting defined standards and requirements.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.